IPO Notes: KinderCare Learning Centers (KLC)

Why I'm not convinced that this company is worth going along for the ride

Quick Pitch: Owlet (OWLT) Betting On A Turnaround In Baby Care

Why this deSPAC caught my attention and why I think there's a play to be made here

Earnings Update: Red Cat Holdings (RCAT) And The Impending U.S. Army SRR Contract

If they win, the upside is still over 100% at these levels.

MAMA: The Meatballs Are Still Rolling Along

A quick update post Q2'25 earnings release

Tapestry (TPR) & Capri (CPRI) Pre-Court Date Update

Looking at the most recent documents leading up to the

GEN Restaurant (GENK): Proving To Be More Attractive Each Quarter

Why the Q2'24 update increased our confidence in the future

Performance Update: RCAT +53%; WW +84%

Updated commentary on Red Cat and Weight Watchers post-earnings

HIMS: Icarus Might Be Flying Too Close To The Sun

Twitter Spaces / Recordings

HIMS: Pre-Earnings Commentary and Updated Model